Cassandra J. Dexter

NAGEL & PADILLA

Ashland, OR 97520

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CRD#: 7210029

Professional summary

Cassandra Jean Dexter, CFP® is a registered financial advisor currently at NAGEL & PADILLA, LLC located in Ashland, Oregon.

Cassandra is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Cassandra has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Cassandra Jean Dexter's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2020

Experience

Current

January 3, 2021 - Present

NAGEL & PADILLA, LLC

Office #1: 290 N Main St, Ste 8, Ashland, OR 97520

RIA

CRD#: 289553

Ashland, OR

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Oregon
(1/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

NAGEL & PADILLA, LLC

CRD#: 289553 / SEC#:

Oregon

Registered Investment Advisory firm - (2/7/2018 Approved)

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Contact information

Main Address

290 N Main St, Ste 8, Ashland, OR 97520

Mailing Address

Phone number

(541) 488-1551

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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